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| Provider | Service type | Compensation |
|---|---|---|
WESPAC PLAN SERVICES, LLC2+ years Service code 15 · EIN 26-2824865 519 17TH STREET · OAKLAND, CA 94612 | Recordkeeping | $4,736 |
Filed as: WESPAC ADVISORS, LLC Service code 26 · EIN 26-2824668 519 17TH STREET · OAKLAND, CA 94612 | Advisory (Participants) | $3,236 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,410 | $51,620-87.6% | $90,304-92.9% | $65,185-90.2% |
| Participation rate | 59.8% | 68.6%-8.9pp | 73.3%-13.5pp | 70.2%-10.4pp |
| Annual return | 17.44% | 24.94%-7.5pp | 78.13%-60.7pp | 29.38%-11.9pp |
| Employer contribution / active EE | $239 | $2,235-89.3% | $2,855-91.6% | $2,177-89.0% |
| Participant deferral / active EE | $941 | $2,871-67.2% | $3,885-75.8% | $3,514-73.2% |
| Admin fee / account holder | $52 | $384-86.4% | $5,354-99.0% | $847-93.8% |